401(k) · DOL Form 5500 · 2024
Phillips Farms, LLC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 183
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $79,437
- Avg per participant Below avg balance/head
Official DOL plan name: Phillips Farms, LLC 401(k) Plan · Sponsored by Phillips Farms, LLC · California · Manufacturing
$15M in assets, 183 participants
Phillips Farms, LLC's Phillips Farms, LLC 401(k) Plan reported $15M in total assets and 183 participants in its 2024 DOL Form 5500 filing, ranking in the 64th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #9,162 in Manufacturing (17,777 peers)
Coverage in California
Phillips Farms, LLC 401(k) Plan covers 183 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $15M.
- #9,162
- in Manufacturing (17,777 peers)
- +20.5%
- assets growth YoY
Phillips Farms, LLC 401(k) Plan's mid-pack asset rank among Manufacturing and all filers
Phillips Farms, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,537,031 Top 36% higher than 64% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Phillips Farms, LLC 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phillips Farms, LLC 401(k) Plan sits mid-pack in the medium band (183 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phillips Farms, LLC 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Phillips Farms, LLC 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Phillips Farms, LLC 401(k) Plan reported participants rose from 181 in the plan year 2023 filing to 183 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 680466748 · Phillips Farms, LLC PY 2024 · 401(k)
Phillips Farms, LLC 401(k) Plan · $15M · 183 · 64th
- NET $15M
- NET 183
- NET 64th
- NET 401(k)
- NET near Lancesoft, Inc. Retirement Plan
- NET ind #9162
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in California →
Phillips Farms, LLC 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 680466748 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phillips Farms, LLC)
Sponsor-wide plan assets over time
All Phillips Farms, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 39.60426304433254% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 177 | $10M |
| 2023 | 1 | 181 | $12M |
| 2024 | 1 | 183 | $15M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Phillips Farms, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Lancesoft, Inc. Retirement Plan in VA ($15M); by covered participants it is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (183 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Lancesoft, Inc. Retirement Plan (VA) $15M · 1,789
- Coastal Ridge Real Estate Partners 401(k) Plan (OH) $15M · 539
- Hdh Instruments, LP 401(k) Plan (TX) $15M · 164
- Development Homes, Inc. 401(k) Plan (TX) $15M · 367
Similar participant headcount
Nearest other-state filings by covered participants (183 participants); asset peers above are excluded.
- Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan (TX) 183 · 0 off
- Boone Drugs, Inc. Savings Plus Plan (NC) 183 · 0 off
- Alta Planning + Design, Inc. 401(k) Profit Sharing Plan (OR) 183 · 0 off
- Critigen LLC 401(k) Plan (CO) 183 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.